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Perella Weinberg Partners
PWP

Overview Fund Activity

98 hedge funds and large institutions have $418M invested in Perella Weinberg Partners in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 18 reducing their positions, and 9 closing their positions.

Holders
98
Holders Change
+12
Holders Change %
+13.95%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
21
Increased
49
Reduced
18
Closed
9
Calls
$3.73M
Puts
$442K
Net Calls
+$3.29M
Net Calls Change
-$3.11M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$73M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$15.3M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$7.76M
4
Morgan Stanley
4
Morgan Stanley
New York
$19.1M
5
Bank of America
5
Bank of America
North Carolina
$7.41M

Top Sellers

1
SC
1
Samlyn Capital
New York
$12.4M
2
BCM
2
Basswood Capital Management
New York
$18.6M
3
MCM
3
Moore Capital Management
New York
$0
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$22.8M
5
ACL
5
Azora Capital LP
Florida
$10.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$73M 7,733,672 +2,396,198 +45%
WHG
2
Westwood Holdings Group
Texas
$41.3M 4,365,984 +468,849 +12%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$35.7M 3,777,588 +27,149 +0.7%
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$28M 2,963,631 +424,863 +17%
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$22.8M 2,447,518 -536,394 -18%
Morgan Stanley
6
Morgan Stanley
New York
$19.1M 2,021,340 +712,914 +54%
BCM
7
Basswood Capital Management
New York
$18.6M 1,971,264 -885,854 -31%
Vanguard Group
8
Vanguard Group
Pennsylvania
$17M 1,796,676 +446,362 +33%
Hotchkis & Wiley Capital Management
9
Hotchkis & Wiley Capital Management
California
$15.3M 1,615,250 +1,233,550 +323%
SC
10
Samlyn Capital
New York
$12.4M 1,311,662 -1,681,703 -56%
ACL
11
Azora Capital LP
Florida
$10.9M 1,153,633 -403,046 -26%
ECA
12
Endeavour Capital Advisors
Connecticut
$7.9M 835,800 +114,374 +16%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
13
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$7.76M 820,700 +820,700 New
Bank of America
14
Bank of America
North Carolina
$7.41M 784,157 +543,075 +225%
BlackRock
15
BlackRock
New York
$7.16M 758,099 +136,450 +22%
Millennium Management
16
Millennium Management
New York
$6.62M 700,023 +228,892 +49%
State of Wisconsin Investment Board
17
State of Wisconsin Investment Board
Wisconsin
$5.6M 592,800 +209,080 +54%
GC
18
Gillson Capital
Illinois
$5.22M 551,962 +257,435 +87%
AA
19
Ancora Advisors
Ohio
$5M 528,658 -57,319 -10%
Stifel Financial
20
Stifel Financial
Missouri
$4.9M 518,000 +350,500 +209%
NCM
21
Nantahala Capital Management
Connecticut
$4.75M 502,676 +224,536 +81%
IP
22
Interval Partners
New York
$4.06M 430,037 +130,122 +43%
KCM
23
Kennedy Capital Management
Missouri
$3.48M 368,523 +6,858 +2%
PFS
24
Prospera Financial Services
Texas
$3.44M 363,600 +363,600 New
Geode Capital Management
25
Geode Capital Management
Massachusetts
$3.33M 352,235 +20,144 +6%
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